HNW Guided Portfolios are portfolios of direct shares and exchange traded funds, managed by HNW Planning’s Investment Committee with guidance from external asset consultants. Changes to the Guided Portfolios are put forward by HNW Planning for client acceptance. A guided portfolio is a strategy, it is not a product. They offer:
November 2024
Portfolio Update – Amcor
Amcor (AMC): This morning, the world's largest consumer packaging company announced its results for the first quarter of 2025. It was pleasing to see the business continue its volume growth from [...]
Portfolio Update – Macquarie Group
Macquarie Group (MQG): This morning, the global investment bank reported its first results for 2025, which were solid despite half having much fewer investment banking deals and reduced energy price volatility [...]
October 2024
Portfolio Update – Mineral Resources
Mineral Resources (MIN): This morning, the diversified miner and mining services company confirmed in the press that five senior executives were using a British Virgin Islands company to buy machinery [...]
HNW Monthly Performance – September 2024
In September, the HNW Australian Equity Portfolio gained by +1.67%, trailing the ASX200 TR +2.68%, a disappointing outcome with the relative underperformance occurring during the final five days of the month after [...]
September 2024
HNW Monthly Performance – August 2024
In August, the HNW Australian Equity Portfolio declined by -0.19% trailing the ASX200 TR +0.47%, a disappointing outcome as we were pleased with reporting season as a whole. The key news over [...]
August 2024
Reporting Season – Atlas Arteria
Atlas Arteria (ALX) This morning, the Transurban of Eastern France, Atlas Arteria, released their first-half of 2024 results. Similar to Transurban, given the regular traffic and revenue updates, there were few [...]
